Charter Financial Corp
CHFN
CHFN was delisted on the 31st of August, 2018.
71 hedge funds and large institutions have $115M invested in Charter Financial Corp in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 7 closing their positions.
1% more capital invested
Capital invested by funds: $114M → $115M (+$1.16M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
3% less funds holding
Funds holding: 73 → 71 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$2.36M |
| 2 |
Renaissance Technologies
New York
|
+$565K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$489K |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$430K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$916K |
| 2 |
RA
Raffles Associates
New York
|
-$642K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$579K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$503K |
| 5 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
First Trust Advisors
Wheaton,
Illinois
| – | -$138K | -12,034 | Closed |
|
|
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$49K | -4,237 | Closed |
|
|
GT
78
Glenmede Trust
Philadelphia,
Pennsylvania
| – | +$12 | +1 | New |
|
CHFN Hedge Fund Activity: Q1 2015 in Review
71 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q1 2015, worth a combined $115M — up 1% from $114M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CHFN and 5 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 25 added.
The largest buyer was Private Capital Management (Florida), adding an estimated $2.36M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $916K sold.
- 71 institutional investors held Charter Financial Corp (CHFN) as of Q1 2015, down from 73 in Q4 2014.
- Funds reported $115M of Charter Financial Corp stock for Q1 2015, up 1% quarter-over-quarter.
- 5 funds opened new Charter Financial Corp positions in Q1 2015 and 7 closed out, a net change of -2 holders.
- The largest Charter Financial Corp buyer in Q1 2015 was Private Capital Management (Florida), an estimated $2.36M added.
- The largest Charter Financial Corp seller in Q1 2015 was Kennedy Capital Management, an estimated $916K sold.
Based on aggregated 13F filings for Q1 2015.